APRIO WEALTH MANAGEMENT, LLC
SEC RegisteredComprehensive Wealth Management
About the firm
Aprio Wealth Management partners with clients to manage, protect, and grow their entire financial life, providing personalized solutions for every stage of life through one collaborative team under the Aprio brand. The firm has over $5.5 billion in assets under advisement as of 12/31/2025.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial Planning, Investment Management, Tax Planning, Estate & Gift Planning, Risk Management & Insurance, and Business Owner Solutions.
Who they serve
High-net-worth families and business owners seeking comprehensive wealth management and advisory services across every stage of life.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 882 | $247M |
| High Net Worth Individuals | 710 | $3.6B |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 78 | $163M |
| State/Municipal Entities | 18 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
37 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Assets $0 - $250,000 | 0.00% |
| Assets $250,001 to $2,499,999 | 1.00% |
| Assets $2,500,000 to $4,999,999 | 0.75% |
| Assets $5,000,000 to $9,999,999 | 0.50% |
| Assets > $10 million | 0.00% |
Data as of April 20, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. APRIO WEALTH MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.